Use this information to install the AMP files in SkyVault, and the SkyVault App in
Salesforce with the Classic UI.
- 3. Configuring your app in Salesforce After you've installed the app, create a new connected app definition using the Salesforce Setup menu.
- 4. Enabling Salesforce in the SkyVault Admin Console You'll need to copy the Salesforce consumer key and consumer secret and from your connected app into the SkyVault Admin Console. These credentials prove that SkyVault has permission to be displayed in and communicate with Salesforce.
- 5. SkyVault Setup tab: Adding a SkyVault site and mapping metadata in Salesforce Configure the SkyVault site that you want to point to, and map your metadata.
- 6. Adding the SkyVault app in Salesforce Lastly, you'll need to load the SkyVault canvas app for page layouts. You can add the app to any record type that supports layouts (for example; Accounts, Cases, and Opportunities). This is done by setting SkyVault for Salesforce example page layouts as the default for selected user profiles.